Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.45%
Stock 96.44%
Bond 0.00%
Convertible 0.00%
Preferred 1.29%
Other 0.82%
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Market Capitalization

As of October 31, 2025
Large 85.73%
Mid 10.45%
Small 3.81%
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Region Exposure

% Developed Markets: 45.75%    % Emerging Markets: 52.87%    % Unidentified Markets: 1.38%

Americas 13.78%
1.76%
Canada 1.57%
United States 0.19%
12.02%
Brazil 4.76%
Chile 0.22%
Mexico 3.54%
Peru 1.24%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.98%
United Kingdom 0.97%
3.47%
Belgium 0.34%
Greece 0.71%
Ireland 0.18%
Netherlands 0.86%
Switzerland 0.39%
1.60%
Poland 0.74%
Turkey 0.86%
5.93%
Egypt 0.35%
Qatar 0.10%
Saudi Arabia 1.81%
South Africa 2.76%
United Arab Emirates 0.80%
Greater Asia 72.87%
Japan 0.00%
0.00%
38.32%
Hong Kong 5.39%
Singapore 1.38%
South Korea 13.00%
Taiwan 18.56%
34.54%
China 18.46%
India 11.99%
Indonesia 0.90%
Kazakhstan 0.48%
Malaysia 0.58%
Philippines 0.12%
Thailand 1.01%
Unidentified Region 1.38%

Stock Sector Exposure

Cyclical
38.08%
Materials
5.10%
Consumer Discretionary
14.27%
Financials
18.61%
Real Estate
0.10%
Sensitive
51.49%
Communication Services
9.24%
Energy
3.89%
Industrials
11.82%
Information Technology
26.54%
Defensive
7.72%
Consumer Staples
2.18%
Health Care
4.54%
Utilities
1.00%
Not Classified
2.70%
Non Classified Equity
2.70%
Not Classified - Non Equity
0.00%
As of October 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available